Monthly Archives: January 2014
2014 Tax Checklist
Tax Checklist This form is to assist you in gathering your income tax information. Use it as a guide for information you need to provide. If you would like a personalized organizer, please sign up for our Client Portal and send us a message. Please call or e-mail with any […]
Continue reading...Taxpayer Alert: How to Recognize and Avoid Identity Theft Scams
Across the nation, identity thieves are using legitimate information to scam honest taxpayers, and frequently posing as the IRS to do so. The IRS is taking this seriously, and has created the IRS Identity Theft Protection Unit to address the growing problem. Being aware of some of the most common […]
Continue reading...Tax Pro vs Do-it-Yourself Preparation
Filing a tax return is an annual ritual. Some people look forward to the do-it-yourself (DIY) challenge; others turn to the convenience and expertise of a tax professional. Which is better? TV ads make is sound so easy to do your own taxes. Some (DIY) tax software companies say you […]
Continue reading...IRS Identity Protection PIN Program Update
The IRS is making the following changes to its 2014 Identity Protection PIN program: If the taxpayer/spouse receives an Identity Protection PIN (IP PIN), they must include it on the e-filed federal return. If it is not included or entered incorrectly, the return will not be accepted by the IRS. […]
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